Mary LaPinske
Client Service Associate
As a Client Service Associate in Wealthspire’s Madison office, Mary supports clients and their advisors with account openings, complex service requests, and other day-to-day financial needs. She brings accuracy, responsiveness, and a highly personalized approach to her work, taking the time to understand each client’s goals, priorities, and circumstances so she can provide thoughtful support throughout the relationship. Mary began her career in education before transitioning into banking and financial services. Her background has given her a strong foundation in listening, communication, relationship building, and helping people navigate important decisions. She is known for her attention to detail and ability to coordinate time-sensitive requests and unfamiliar processes, particularly when clients are navigating significant financial or life transitions. Mary earned a degree in Family Social Science from the University of Minnesota Twin Cities.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
